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- What is time tracking for a client
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- How to link approved estimates to approved budgets
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- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
What is time tracking for a client
The Time Tracking section in Vault Synapse provides an overview of all hours logged by team members working on a client. It allows you to monitor the total time spent on client-related tasks, view detailed time entries, and analyze how resources are allocated across projects.
From this section, you can also review and manage resource allocations for client tasks, ensuring that workload distribution remains balanced and efficient. Detailed time entries offer deeper insight into work processes, helping you identify patterns and improve operational performance.
A variety of filters and reporting options are available under the Summary tab, enabling you to generate customized reports tailored to your analysis needs.
Time tracking plays a crucial role in maintaining productivity and optimizing workflows. By analyzing how long specific tasks take to complete, you can assess profitability, identify inefficiencies, and make informed decisions about pricing, outsourcing, and client management strategies.
To see a client’s time tracking, go to the Clients module and select the client you want to see the time tracking for.
Click the Time Tracking tab in the navigation header. The Tasks, Allocations, Time entries and the Summary tab will be displayed. From here you can review tasks, manage allocations, see a calendar view of the tracked time, and see a summary of billable and non-billable hours.
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